Institutional Ownership Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS). We have compiled data on the 821 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
279
shares
|
$20,040
0.01% of portfolio
|
Q2 2025
Reduced 80.67%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
261
shares
|
$18,747
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
254
shares
|
$18,244
0.0% of portfolio
|
Q3 2024
Added 370.37%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
231
shares
|
$16,592
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
216
shares
|
$15,515
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
216
shares
|
$15,515
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
215
shares
|
$15,443
0.0% of portfolio
|
Q1 2025
Added 58.09%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
206
shares
|
$14,796
0.0% of portfolio
|
Q3 2023
Added 7.85%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
203
shares
|
$14,581
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
201
shares
|
$14,437
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
200
shares
|
$14,366
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
200
shares
|
$14,366
0.0% of portfolio
|
Q4 2023
Reduced 7.41%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
200
shares
|
$14,366
0.0% of portfolio
|
Q2 2025
Reduced 32.2%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
197
shares
|
$14,150
0.0% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
191
shares
|
$13,719
0.0% of portfolio
|
Q2 2025
Added 35.46%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
187
shares
|
$13,432
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
176
shares
|
$12,642
0.0% of portfolio
|
Q2 2025
Added 19.73%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
174
shares
|
$12,498
0.0% of portfolio
|
Q4 2024
Reduced 37.86%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
168
shares
|
$12,067
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
168
shares
|
$12,067
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
165
shares
|
$11,851
0.0% of portfolio
|
Q2 2025
Reduced 24.31%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
160
shares
|
$11,492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
158
shares
|
$11,349
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
158
shares
|
$11,349
0.0% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
146
shares
|
$10,487
0.0% of portfolio
|
Q2 2025
Added 94.67%
|